Event Information

2023 - Webinar - ABEN - E&O Roadmap to Personal Auto and Umbrella Insurance - Jan. 31

IIA Webinar - Access from wherever you have internet access  
Tuesday, January 31, 2023 9:00 AM - 12:00 PM   iCalendar Central Standard Time

Course #: 6000059410
3 IL CE hours - Ethics

This course is designed to help insurance producers prevent claims based on alleged errors or omissions in performance of professional duties in selling and servicing personal auto and personal umbrella insurance. In this course

• Agent, broker, and producer are interchangeable terms
• Prevent is used in the risk management sense—i.e., reducing the frequency or likelihood of claims

Focal point of the course: the agent who fully understands and skillfully customizes coverage not only demonstrates his or her value to clients but also avoids errors and omissions (E&O) charges that can result from a failure to meet clients’ needs

• This course shows how standard endorsements can customize coverage in the PAP
• A chapter examines common client questions and emerging issues: rental cars and transportation network companies
• A final chapter emphasizes the important role of the personal umbrella
• Each chapter concludes with sales tips and E&O loss control

Important - Please Read:

Westport or Utica E&O Credit: Attendance requirements based on the number of agency staff must be met to be eligible for the Westport or Utica premium credits. You will receive an attendance verification form to forward to your E&O Program Manager once you have attended the class.

To view the cancellation policy, click here.

IIA Webinar - Access from wherever you have internet access  

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Bennett, Samuel
Bennett, Samuel

Harrison Agency, Inc.

Columbia, MO

Sam Bennett is an active retail producer, presenter, and partner in Harrison Agency, Inc. of Columbia, Missouri. He began his insurance career in 1987 and has been an Independent Insurance Agent from the beginning. He has worked with individuals, families, and small businesses his entire career. In this capacity, he has worked in the personal lines, commercial lines, and life and health marketplaces. As a result of working with many types of clients, many carriers, and many coverage needs, Sam has grown to understand and appreciate the myriad ways an insurance professional must work with markets and clients in today's insurance world.

Sam obtained his Certified Insurance Counselor (CIC) designation in 1997. He has taught coursework for The National Alliance in their CISR program since 2000, has presented in their CIC program since 2004, and in 2009 became a National Faculty Member of the Society of CIC. Sam is also a National Faculty Member in the Agribusiness and Farm Insurance Specialist (AFIS) program. He has been called upon to offer insurance education in conferences and symposiums across the country over the past several years and has provided service in the capacity of expert witness.

Sam currently serves as President of the Missouri Insurance Education Foundation. A former Missouri "Young Agent of the Year", Sam's true passion is cooking. He, his wife, Lisa, and daughters, Lindley and Brittan, offer their culinary talents to many local organizations for the purpose of fundraising for those organizations.

Heavener, Angie
Heavener, Angie

St. Louis, MO

Angie Heavener is currently the principal of Insurance Training Plus, a professional training and consulting firm focused on education and agency operations, that she began in 2002.

She began her insurance career in 1971 joining her family's agency. She held numerous positions in the agency consisting of CSR, producer, and eventually agency owner. In 1993, she sold her agency to join the staff of the Professional Independent Insurance Agents of Illinois. She began as Assistant Vice President of Marketing/Instructor and was shortly promoted to Vice-President of Education.

Angie served as education chairperson for the IIAI and PIIAI, as well as a committee member for the IIAA. She has also been active on numerous other state and national committees. Angie received the Young Agent of the Year Award in 1991, obtained her Certified Insurance Counselor designation in 1994, and her Certified Professional Insurance Agent designation in 1999.

Angie teaches numerous continuing education and management seminars and is a frequent speaker at state conventions. She is a national faculty member of the Society of Certified Insurance Counselors, conducts internal Errors and Omissions audits on agencies throughout the country, and writes articles for various state insurance association magazines.